GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,825 $540K 0.05% -25 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,813 $537K 0.19% +8 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,808 $535K 0.01% +1,180 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,765 $522K 0.01% -76 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,764 $522K 0.39% -574 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,759 $521K 0.01% +222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,753 $519K <0.01% +274 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,737 $514K 0.07% +337 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,730 $512K 0.01% +388 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,722 $510K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,696 $502K 0.01% -10 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,693 $501K <0.01% -1,769 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,692 $501K 0.03% -9 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,690 $500K 0.02% -52 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 1,687 $499K 0.01% -92 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,686 $499K 0.08% -2,708 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,672 $495K 0.01% -2,625 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,664 $493K 0.01% +45 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,653 $489K 0.07% -453 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,640 $486K 0.34% new 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 1,625 $481K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,565 $476K <0.01% +99 13F-HR Timeline Group Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 1,600 $474K 0.01% 0 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,587 $470K 0.02% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,579 $467K 0.08% new 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,577 $467K 0.34% +1,515 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,564 $463K 0.17% -5 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,564 $463K 0.11% 13F-HR Timeline Stephens Investment Management Group LLC group of 2 filers holding More: the full row for Stephens Investment Management Group LLC 1,564 $463K -127,474 Timeline AVENIR CORP More: the full row for AVENIR CORP 1,561 $462K 0.06% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,517 $461K 0.03% +113 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,557 $461K 0.09% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,536 $455K 0.04% -62 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,522 $451K 0.02% new 13F-HR Timeline Group NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 1,500 $444K 0.01% +100 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,495 $443K 0.12% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,470 $435K <0.01% +585 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,460 $432K 0.08% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,454 $430K 0.01% +87 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,438 $426K 0.01% -1,425 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,391 $412K 0.03% new 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,386 $410K 0.09% -73 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,366 $404K <0.01% -66 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,359 $402K 0.11% -311 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,336 $396K <0.01% +345 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,096 $393K 0.02% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,323 $392K 0.01% -1,727 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,268 $381K 0.01% +606 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,271 $376K <0.01% -1,593 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,259 $367K <0.01% +424 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,238 $366K 0.07% +341 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 1,235 $366K <0.01% -163 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 1,226 $363K 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,208 $358K <0.01% +530 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,205 $357K 0.03% +150 13F-HR Timeline National Pension Service More: the full row for National Pension Service 1,202 $356K <0.01% -4,009 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,199 $355K 0.11% -163 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,188 $352K 0.09% +77 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,187 $351K 0.01% -470 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,185 $351K <0.01% -1,924 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,183 $350K 0.03% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,182 $350K 0.01% -509 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,178 $349K 0.06% +55 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,170 $346K <0.01% -355 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,165 $345K <0.01% -3,364 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,163 $344K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,159 $343K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,158 $343K 0.01% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,150 $340K 0.04% -198 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,142 $338K <0.01% -103 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,127 $334K <0.01% +296 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,117 $331K 0.02% +253 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,109 $328K 0.01% -688 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,106 $327K 0.05% +920 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,086 $321K 0.01% +365 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,079 $319K 0.02% +183 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,069 $316K <0.01% -1,244 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,109 $316K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,027 $304K <0.01% +160 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,026 $304K 0.13% -36 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,024 $303K 0.09% +21 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,022 $303K 0.03% -24 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 997 $295K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 990 $293K 0.03% +10 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 987 $292K <0.01% new 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 984 $291K 0.09% +24 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 971 $287K 0.01% +50 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 968 $287K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 966 $286K <0.01% -1,992 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 960 $284K <0.01% -2,876 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 949 $281K <0.01% -705 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 946 $280K <0.01% 0 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 934 $277K 0.01% -176 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 933 $276K <0.01% +550 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 933 $276K 0.01% -3,485 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 931 $276K <0.01% -14 13F-HR Timeline PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 930 $275K <0.01% -1,007 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 918 $272K 0.13% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 916 $271K <0.01% +166 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 916 $271K <0.01% +69 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 913 $270K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 902 $267K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 898 $266K 0.15% +37 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 888 $264K <0.01% -180 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 876 $259K 0.01% -177 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 875 $259K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 875 $259K 0.02% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 859 $254K 0.01% -286 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 857 $254K <0.01% -4,281 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 849 $251K 0.01% -105 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 845 $250K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 842 $249K 0.03% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 770 $248K 0.01% -100 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 824 $244K 0.05% -191 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 822 $243K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 818 $242K 0.01% -33 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 810 $240K 0.01% -33,770 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 804 $238K <0.01% +169 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 800 $237K 0.01% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 790 $234K 0.22% +36 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 790 $234K <0.01% +152 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 787 $233K 0.03% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 780 $231K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 770 $228K 0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 769 $228K <0.01% +183 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 768 $227K 0.02% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 766 $227K 0.01% -743 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 756 $224K 0.1% +70 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 749 $222K <0.01% -280 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 749 $222K 0.07% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 739 $219K <0.01% +160 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 737 $218K <0.01% -156 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 730 $216K 0.01% new 13F-HR Timeline Swedbank AB in group Swedbank AB More: the full row for Swedbank AB 730 $216K <0.01% -3 13F-HR Timeline Group Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 666 $215K 0.07% -1,804 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 713 $211K 0.03% -845 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 707 $209K 0.02% -2,136 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 706 $209K 0.03% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 705 $209K 0.04% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 701 $208K 0.06% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 694 $205K <0.01% new 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 692 $205K 0.02% +91 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 689 $204K 0.03% -593 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 688 $204K 0.01% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 686 $203K 0.01% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 683 $202K 0.02% -8 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 682 $202K 0.09% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 676 $200K <0.01% +27 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 666 $197K <0.01% -48,245 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 659 $195K <0.01% +147 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 593 $176K 0.01% +413 13F-HR Timeline CX Institutional More: the full row for CX Institutional 564 $167K <0.01% -96 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 556 $165K 0.04% +327 13F-HR Timeline Quarry LP More: the full row for Quarry LP 544 $161K 0.03% +103 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 487 $144K <0.01% -1,100 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 463 $137K 0.04% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 462 $137K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 445 $132K <0.01% -5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 444 $131K 0.06% +156 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 432 $128K 0.02% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 431 $128K <0.01% -106 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 383 $113K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 362 $111K <0.01% -360 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 372 $110K 0.01% +288 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 343 $102K 0.06% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 328 $98K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 330 $97.8K 0.02% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 311 $92K <0.01% -2,159 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 280 $82.9K 0.04% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 270 $79.9K 0.03% -348 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 263 $77.9K 0.01% -3 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 262 $77.6K <0.01% -23 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 248 $73.4K 0.04% -14 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 228 $67.5K <0.01% +204 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 227 $67.2K <0.01% +154 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 224 $66.3K <0.01% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 203 $60K <0.01% +88 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $59.2K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 199 $59K 0.01% -21 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 198 $58.6K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 180 $53.3K <0.01% -581 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 179 $53.1K <0.01% -447 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 172 $50.9K <0.01% +25 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 160 $47.4K <0.01% -86 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 160 $47.4K 0.03% +30 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 156 $46.1K 0.01% -103 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 141 $41.7K <0.01% -18 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 140 $41.4K 0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 137 $40.6K <0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 129 $38.2K <0.01% -5 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 125 $37K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 123 $36.3K <0.01% +33 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 118 $35K 0.01% -3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 110 $33K 0.02% +29 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 103 $33K <0.01% +4 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 105 $31.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 101 $29.8K <0.01% +96 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $29.6K 0.01% +99 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 100 $29.6K 0.03% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 96 $28.4K 0.01% +20 13F-HR Timeline Group